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EARNED WEALTH ADVISORS, LLC: WTMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EARNED WEALTH ADVISORS, LLC on WTMF, newest first. How the timeline and the estimate are built.

EARNED WEALTH ADVISORS, LLC held 273,756 WTMF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,756 shares
    Change vs previous 13F +856 shares

    0.72% of the 13F portfolio, value $11,182,951.

    13F-HR 0001905663-26-000006 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 272,900 shares
    Change vs previous 13F +11,212 shares

    0.72% of the 13F portfolio, value $10,830,259.

    13F-HR 0001905663-26-000005 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 261,688 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $9,949,381.

    13F-HR/A 0001905663-26-000002 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).